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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,382 | $111,814-43.3% | $103,374-38.7% | $145,959-56.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 14.43% | 24.77%-10.3pp | 24.89%-10.5pp | 561.95%-547.5pp |
| Employer contribution / active EE | $2,956 | $4,214-29.9% | $3,869-23.6% | $4,661-36.6% |
| Participant deferral / active EE | $9,259 | $5,618+64.8% | $5,058+83.1% | $6,689+38.4% |
| Admin fee / account holder | $20 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |